Bartlett & Co Wealth Management
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Bartlett & Co Wealth Management’s iShares Gold Trust IAU Stock Holding History

Bartlett & Co Wealth Management’s Portfolio IAU Stock Details IAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$262K Buy
3,353
+1,887
+129% +$151K ﹤0.01% 444
2026
Q2 		$111K Hold
1,466
– – ﹤0.01% 610
2026
Q1 		$125K Hold
1,466
– – ﹤0.01% 526
2025
Q4 		$119K Sell
1,466
-16
-1% -$1.25K ﹤0.01% 529
2025
Q3 		$108K Sell
1,482
-32
-2% -$2.09K ﹤0.01% 547
2025
Q2 		$94.4K Buy
1,514
+240
+19% +$14.9K ﹤0.01% 556
2025
Q1 		$75.1K Buy
1,274
+54
+4% +$2.92K ﹤0.01% 587
2024
Q4 		$60.4K Hold
1,220
– – ﹤0.01% 609
2024
Q3 		$60.6K Hold
1,220
– – ﹤0.01% 623
2024
Q2 		$53.6K Sell
1,220
-253
-17% -$11.2K ﹤0.01% 648
2024
Q1 		$61.9K Hold
1,473
– – ﹤0.01% 628
2023
Q4 		$57.6K Hold
1,473
– – ﹤0.01% 677
2023
Q3 		$51.5K Buy
1,473
+191
+15% +$6.97K ﹤0.01% 661
2023
Q2 		$46.7K Hold
1,282
– – ﹤0.01% 683
2023
Q1 		$47.9K Hold
1,282
– – ﹤0.01% 576
2022
Q4 		$44.3K Sell
1,282
-956
-43% -$31.4K ﹤0.01% 601
2022
Q3 		$70.6K Buy
2,238
+990
+79% +$32.4K ﹤0.01% 508
2022
Q2 		$42.8K Hold
1,248
– – ﹤0.01% 596
2022
Q1 		$46K Buy
+1,248
New +$44.6K ﹤0.01% 592

Other funds holding IAU

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Bartlett & Co Wealth Management's IAU Position: Q3 2026 in Review

Bartlett & Co Wealth Management increased its iShares Gold Trust (IAU) stake by 129% in Q3 2026, buying an estimated $151K and bringing the position to 3,353 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #444.

Bartlett & Co Wealth Management first reported a position in IAU in Q1 2022 and has held it in 19 quarters since. 1,749 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Bartlett & Co Wealth Management held 3,353 shares of iShares Gold Trust worth $262K as of Q3 2026.
  • Bartlett & Co Wealth Management bought 1,887 iShares Gold Trust shares in Q3 2026, an estimated $151K.
  • iShares Gold Trust made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q3 2026, its #444 holding.
  • Bartlett & Co Wealth Management first reported a position in iShares Gold Trust in Q1 2022 and has held it in 19 quarters since.
  • 1,749 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.